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Cornerstone Wealth Group’s Microsoft MSFT Stock Holding History

Cornerstone Wealth Group’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.9M Buy
117,697
+18,946
+19% +$7.93M 3.2% 5
2025
Q4 		$47.8M Buy
98,751
+6,328
+7% +$3.17M 3.26% 4
2025
Q3 		$47.9M Buy
92,423
+1,721
+2% +$878K 3.23% 6
2025
Q2 		$45.1M Buy
90,702
+18,625
+26% +$8.09M 3.38% 6
2025
Q1 		$27.1M Buy
72,077
+3,171
+5% +$1.29M 2.24% 7
2024
Q4 		$29M Buy
68,906
+3,276
+5% +$1.4M 2.37% 7
2024
Q3 		$28.2M Buy
65,630
+781
+1% +$334K 2.34% 7
2024
Q2 		$29M Buy
64,849
+2,808
+5% +$1.19M 2.58% 7
2024
Q1 		$26.1M Buy
62,041
+12,742
+26% +$5.16M 2.4% 7
2023
Q4 		$18.5M Sell
49,299
-3,775
-7% -$1.34M 2.66% 6
2023
Q3 		$16.8M Buy
53,074
+4,621
+10% +$1.53M 2.97% 7
2023
Q2 		$16.5M Sell
48,453
-9,437
-16% -$2.96M 2.99% 5
2023
Q1 		$16.7M Sell
57,890
-5,074
-8% -$1.29M 2.97% 5
2022
Q4 		$15.1M Buy
62,964
+822
+1% +$197K 2.86% 10
2022
Q3 		$14.5M Buy
62,142
+1,193
+2% +$315K 3.2% 6
2022
Q2 		$15.7M Buy
60,949
+12,433
+26% +$3.37M 3.28% 4
2022
Q1 		$15M Buy
48,516
+6,720
+16% +$2.02M 2.75% 6
2021
Q4 		$14.1M Buy
41,796
+594
+1% +$193K 2.41% 5
2021
Q3 		$11.6M Buy
41,202
+1,046
+3% +$304K 2.05% 9
2021
Q2 		$11.1M Buy
40,156
+8,680
+28% +$2.21M 2.27% 8
2021
Q1 		$8.2M Sell
31,476
-3,333
-10% -$773K 1.67% 9
2020
Q4 		$7.74M Buy
34,809
+3,448
+11% +$741K 1.9% 8
2020
Q3 		$6.6M Buy
31,361
+1,673
+6% +$351K 1.8% 9
2020
Q2 		$6.04M Buy
29,688
+7,117
+32% +$1.29M 1.52% 12
2020
Q1 		$3.56M Buy
22,571
+1,686
+8% +$277K 1.25% 20
2019
Q4 		$3.29M Buy
20,885
+1,392
+7% +$204K 0.89% 32
2019
Q3 		$2.71M Sell
19,493
-1,539
-7% -$212K 0.68% 45
2019
Q2 		$2.82M Sell
21,032
-4,103
-16% -$521K 0.76% 32
2019
Q1 		$2.96M Buy
+25,135
New +$2.74M 0.74% 28

Other funds holding MSFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Wealth Group's MSFT Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Microsoft (MSFT) stake by 19% in Q1 2026, buying an estimated $7.93M and bringing the position to 117,697 shares worth $49.9M. The position accounts for 3.2% of the portfolio, ranked #5.

Cornerstone Wealth Group first reported a position in MSFT in Q1 2019 and has held it in 29 quarters since. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

  • Cornerstone Wealth Group held 117,697 shares of Microsoft worth $49.9M as of Q1 2026.
  • Cornerstone Wealth Group bought 18,946 Microsoft shares in Q1 2026, an estimated $7.93M.
  • Microsoft made up 3.2% of Cornerstone Wealth Group's portfolio in Q1 2026, its #5 holding.
  • Cornerstone Wealth Group first reported a position in Microsoft in Q1 2019 and has held it in 29 quarters since.
  • 6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.